401(k) · DOL Form 5500 · 2022
The Circle K Retirement Plan 401(k) Plan
Data updated 2026-08-11
- $432M
- Total assets
- 62,127
- Participants
- 98th
- Percentile by assets
- $6,961
- Avg per participant
Official DOL plan name: Circle K Retirement Plan · Sponsored by The Circle K Retirement Plan · Arizona · Retail Trade
$432M in assets, 62,127 participants
The Circle K Retirement Plan's Circle K Retirement Plan reported $432M in total assets and 62,127 participants in its 2022 DOL Form 5500 filing, ranking in the 98th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 98th percentile by assets (of 139,126 plans)
- #9,385 in Retail Trade (9,519 peers)
Coverage in Arizona
Circle K Retirement Plan covers 62,127 participants in Arizona, 110x the typical Arizona plan (state average ~564 per filing). Assets: $432M.
- $432M
- total plan assets (2022 EOY)
- 62,127
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $6,961
- avg assets per participant
The plan reported a net loss of $107M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Arizona filers
In Arizona, the average filing covers about 564 participants across 2,304 plans. Circle K Retirement Plan reports 62,127 participants - 110x that state average ($432M EOY assets).
Arizona filing particulars
| Total Assets (Beginning of Year) | $539M |
|---|---|
| Net Assets (End of Year) | $432M |
| Net Income | -$107M |
| Employer EIN | 741149540 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Circle K Retirement Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 62,127 | $432M |
| 2023 | 1 | 62,049 | $479M |
| 2024 | 1 | 68,953 | $506M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Circle K Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Scale composition for Circle K Retirement Plan
Circle K Retirement Plan reports $432M in end-of-year assets across 62,127 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.066% of 93,925,755 covered participants) - about $6,961 per participant (5% of the national average assets-per-participant) . Net income for plan year 2022 was -$107M.
This plan identity (EIN 741149540, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $432M to $506M (+17.0%) while covered participants moved from 62,127 to 68,953 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 62,127 | $432M | This page |
| 2023 | 62,049 | $479M | Open filing |
| 2024 · index core | 68,953 | $506M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Circle K Retirement Plan (401(k), $506M, 68,953 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Circle K Retirement Plan by total assets, not by location.
- Boyd Gaming Corporation 401(k) Plan and Trust (NV) $432M · 13,566
- Southern Farm Bureau and Adopting Companies 401(k) Plan (MS) $433M · 2,626
- Genpact U. S. 401(k) Savings Plan (NY) $433M · 3,487
- Fulton Financial Corporation 401(k) Retirement Plan (PA) $432M · 3,182
Frequently Asked Questions
How did Circle K Retirement Plan assets move in 2022? ▼
How have The Circle K Retirement Plan plan assets changed over time? ▼
Where does Circle K Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Circle K Retirement Plan? ▼
Next read for Circle K Retirement Plan
Filing takeaways
Ways to act on Circle K Retirement Plan's numbers.
- By total assets, Circle K Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- The Circle K Retirement Plan's sponsor-wide assets have grown 17.0% since 2022 across 3 plan years on file. More Retail Trade plans